Plan for Your Legacy with Dunham Trust

We deliver highly personalized, high-touch trust administration tailored to your estate and financial objectives.

Personalized Understanding

We begin by listening to your specific situation, your aspirations, and what matters most to you.

Collaborative Planning

Working closely with your financial advisor, we design a trust plan that’s as unique as your goals.

High-Touch Support

From setup through administration, we remain by your side-anticipating changes and navigating complexities together.

Comprehensive Trust Solutions for Your Legacy Planning Needs

Protecting Your Legacy with Proven Expertise

  • Provides personalized trust administration focused on protecting your legacy.
  • Works hand-in-hand with your financial advisor to design tailored trust solutions.
  • Offers expertise backed by decades of experience in estate planning and trust management.
Plan Your Lasting Legacy
Build a plan that includes asset protection and tax-efficient strategies that support your goals.
Plan Your Lasting Legacy: Learn More